See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,469 | $107,334+32.7% | $92,893+53.4% | $152,861-6.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.76% | 145.58%-125.8pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $13,580 | $4,221+221.7% | $3,653+271.8% | $4,762+185.2% |
| Participant deferral / active EE | $9,416 | $4,845+94.4% | $4,236+122.3% | $5,850+61.0% |
| Admin fee / account holder | $766 | $7,079-89.2% | $5,794-86.8% | $11,596-93.4% |